St Mary's University (EIN 741143128) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Phone

2104363365

Tax Period

2024-06-01 to 2025-05-31

St Mary's University, founded in 1926, is a major nonprofit that reported $191.5M in total revenue in fiscal year 2024. Expenses of $176.8M left a modest 8% surplus.

Mission

TO FOSTER THE FORMATION OF PEOPLE IN FAITH AND EDUCATE LEADERS FOR THE COMMON GOOD THROUGH COMMUNITY, EDUCATION, AND ACADEMIC EXCELLENCE. SEE SCHEDULE O.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $29,096,684

Program Service Revenue $133,206,830

Investment Income $29,166,484

Other Revenue $-8,129

TOTAL REVENUE $191,461,869

Expense Breakdown

Grants Paid $56,951,048

Salaries & Benefits $73,740,659

Fundraising Expenses $3,118,992

Program Expenses $153,194,701

Other Expenses $46,119,952

TOTAL EXPENSES $176,811,659

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,461,869	$180,319,865	+0.1%
Expenses	$176,811,659	$165,030,738	+0.1%
Net Income	$14,650,210	$15,289,127	0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1976

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,079,832

Total Directors

$358,856

Key Employees

$1,210,759

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph Diaz	Vice Chair of the Board	1.0	Officer Director	$0	$0	$0
Lynda M Ellis	Chair of the Board	1.0	Officer Director	$0	$0	$0
Rev Oscar Vasquez SM	Chancellor	1.0	Officer Director	$0	$0	$0
Sandra F Nannini	Vice Chair of the Board	1.0	Officer Director	$0	$0	$0
Winston Erevelles	President	40.0	Officer Director	$336,445	$22,411	$358,856
Brother Bernard Ploeger SM	Trustee	1.0	Director	$0	$0	$0
Brother Edward Brink SM	Trustee	1.0	Director	$0	$0	$0
Brother Francisco Gonzalez SM	Trustee	1.0	Director	$0	$0	$0
Brother Jesse O'Neill SM	Trustee	1.0	Director	$0	$0	$0
Brother Thomas F Giardino SM	Trustee	1.0	Director	$0	$0	$0
Christopher Martinez	Trustee	1.0	Director	$0	$0	$0
Ellen F Manzullo	Trustee	1.0	Director	$0	$0	$0
George B Hernandez Jr	Trustee	1.0	Director	$0	$0	$0
Gordon Schutze	Trustee	1.0	Director	$0	$0	$0
Gregory Mitchell	Trustee (Beg. 6/1/2024)	1.0	Director	$0	$0	$0
Joseph M Ojile	Trustee	1.0	Director	$0	$0	$0
Katherine Resteiner	Trustee	1.0	Director	$0	$0	$0
Leland T Blank	Trustee	1.0	Director	$0	$0	$0
Mary Brennan Stich	Trustee	1.0	Director	$0	$0	$0
Michael A Schott	Trustee	1.0	Director	$0	$0	$0
Michael T Martin	Trustee	1.0	Director	$0	$0	$0
RaSheeda C Keir	Trustee	1.0	Director	$0	$0	$0
Rev James Fitz SM	Trustee	1.0	Director	$0	$0	$0
Sandee Bryan Marion	Trustee	1.0	Director	$0	$0	$0
Sara E Dysart	Trustee	1.0	Director	$0	$0	$0
Sean Strater	Trustee (Beg. 6/1/2024)	1.0	Director	$0	$0	$0
Sister Laura F Leming FMI	Trustee	1.0	Director	$0	$0	$0
Steven M Pena Sr	Trustee	1.0	Director	$0	$0	$0
Thomas C Washmon Jr	Trustee (Beg. 6/1/2024)	1.0	Director	$0	$0	$0
Tom Grothues	Trustee	1.0	Director	$0	$0	$0
Yava Scott	Trustee	1.0	Director	$0	$0	$0
Aaron C Hanna	Vice President, Administration & Finance	40.0	Officer	$259,634	$32,456	$292,090
Curtis White	Vice President, Information Technology	40.0	Officer	$181,061	$41,229	$222,290
Jason L Pierce	Provost/Vice President Academic Affairs	40.0	Officer	$347,753	$50,105	$397,858
Joel A Lauer	Vice President, University Advancement	40.0	Officer	$233,958	$52,464	$286,422
Rev John F Thompson SM	Vice President, Mission	40.0	Officer	$103,950	$21,667	$125,617
Ryan Konkright	Vice President, Enrollment Management	40.0	Officer	$145,930	$23,142	$169,072
Timothy Bessler	Vice President, Dean of Students	40.0	Officer	$183,073	$44,554	$227,627
Nancy LaGreca	Dean, Colleg of Arts Humanities & Social Sciencss	40.0	Key Emp	$199,260	$23,117	$222,377
Patricia Roberts	Dean, Law School	40.0	Key Emp	$345,806	$41,874	$387,680
Rowena Ortiz-Walters	Dean, Business School	40.0	Key Emp	$294,208	$44,558	$338,766
Teresa Beam	Dean, Science, Engineering & Technology	40.0	Key Emp	$244,800	$17,136	$261,936
Colin Marks	Professor	40.0	Highest	$241,925	$22,685	$264,610
David Sommer	Professor	40.0	Highest	$259,012	$52,055	$311,067
Robert Piatt Jr	Professor	40.0	Highest	$247,670	$43,484	$291,154
Stephen Sheppard	Professor	40.0	Highest	$216,236	$32,423	$248,659
Zoe Niesel	Professor	40.0	Highest	$221,248	$12,957	$234,205
Aaron Tyler	Professor	40.0		$178,148	$47,068	$225,216
Leona Pallansch	Professor	40.0		$146,558	$22,926	$169,484
Thomas Mengler	President	40.0		$876,937	$25,813	$902,750
William Buhrman	Associate Vice President	40.0		$173,435	$36,219	$209,654

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$191,461,869	$176,811,659	$423,216,586	$14,650,210
2024	$180,319,865	$165,030,738	$418,363,603	$15,289,127
2023	$152,784,251	$155,641,294	$378,543,307	$-2,857,043
2022	$162,157,507	$153,644,446	$377,035,263	$8,513,061
2021	$154,836,737	$139,026,389	$393,504,246	$15,810,348
2020	$152,177,233	$148,106,958	$341,447,478	$4,070,275
2019	$165,291,799	$151,936,675	$352,569,128	$13,355,124
2018	$152,635,893	$147,905,603	$361,919,805	$4,730,290

St Mary's University